Komori
itsumo. (7694) · InitiativeReframed

Acquisition and Growth of Company-Owned Brands Through M&A

First written in FY2021. 4 of 8 entries say "Advanced", first in FY2022-Q2. Latest entry: FY2025.

8entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2022AdvancedFY2023-Q32021: 220212022: 420222023: 120232024: 020242025: 12025
Same theme, other companies
Expanding the Brand Portfolio through New Brand Creation and M&AA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

itsumo. moved to the "Worse" side of this theme in 2025.

1 other company's latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025Structural Reform of Existing Acquired BrandsAnnual report

    「The company is comprehensively reviewing its product merchandising to develop and expand high-value-added products that can be sold year-round, such as pet and outdoor brands, while optimizing the supply chain through measures including logistics cost reductions. It aims to achieve an early return to profitability and establish a stable revenue base, while moving away from a revenue structure concentrated in winter.」

    The company is focusing its support for brands acquired through M&A and other transactions on structural reform of Beelan's merchandising, product mix and logistics, and on moving away from its dependence on winter sales.
  2. FY2023-Q3AdvancedAnnual report

    「In the brand value enhancement business, sales of products in strong winter demand were robust and contributed to higher sales. The company will continue to focus on further growth in each brand.」

    The disclosure specifically cites the contribution to sales from the acquisition and development of proprietary brands and indicates an ongoing focus on growing each brand.
  3. FY2023-Q2SoftenedAnnual report

    「The brands handled by the group generated higher sales than in the same cumulative period of the previous fiscal year, partly due to sales contributions from new brands acquired in the previous fiscal year. However, sales fell below the original plan due to adverse external conditions, including China's zero-COVID policy and the weaker yen. Accordingly, the company recognized an impairment loss on goodwill.」

    The disclosure states that, despite a sales contribution from new brands acquired in the previous fiscal year, sales fell below the original plan due to adverse external conditions and an impairment loss on goodwill was recognized.
  4. FY2023-Q1RestatedAnnual report

    「Although the brand value enhancement business, consisting of the acquisition and development of proprietary brands, which began in the third quarter of the previous fiscal year, contributed to sales, its contribution to profit in the first quarter of the current fiscal year was limited due to advertising spending and the weaker yen.」

    The disclosure cites a contribution to sales from the acquisition and development of proprietary brands, but explains that their contribution to profit during the quarter was limited due to advertising spending and the weaker yen.
  5. FY2022AdvancedAnnual report

    「The breakdown of assets and liabilities at the start of consolidation following the acquisition of shares in 株式会社Roycel, 株式会社SAQOT, 株式会社ビーラン, 株式会社COMY, サンダークリエイト株式会社 and 株式会社ThinkForm, as well as the relationship between the acquisition prices of the shares in each company and the net cash payments for the acquisitions, is as follows.」

    The company disclosed the full-year consolidation of 6 companies, including 株式会社ビーラン and 5 other companies, following share acquisitions, indicating an expansion in the integration of brands and businesses through M&A.
  6. FY2022-Q3AdvancedAnnual report

    「In addition, the increase in brands handled through brand value enhancement initiatives, consisting of the acquisition and development of proprietary brands pursued since the start of the period, contributed to higher sales in the E-commerce Marketplace Service.」

    The disclosure states that pursuing the acquisition and development of proprietary brands increased the number of brands handled and contributed to sales.
  7. FY2022-Q2AdvancedAnnual report

    「At a meeting of its Board of Directors held on 13 August 2021, the company resolved that its subsidiary いつもコマース株式会社 would acquire shares in 株式会社ビーラン and make it a subsidiary of いつもコマース株式会社, and therefore a sub-subsidiary of the company. The shares were acquired and the company was made a subsidiary of いつもコマース株式会社, and therefore a sub-subsidiary of the company, effective 1 October 2021.」

    Regarding its policy of acquiring proprietary brands through M&A, the disclosure cites the specific progress of acquiring shares in and making 株式会社ビーラン a subsidiary.
  8. FY2021First statedAnnual report

    「The company will acquire D2C and e-commerce brand businesses with growth potential through M&A and integrate them into its proprietary brand portfolio. By deploying funding for business growth, e-commerce specialists, e-commerce sales expertise, product planning and development, warehousing and fulfillment, it will work to grow sales for each brand.」

    The company sets out measures to acquire brands through M&A and grow them as proprietary brands by deploying funding, personnel, sales expertise, product development and logistics resources.
Moved together

"Sales expansion centered on the e-commerce marketplace service" moved the same way as this thread, in the same document, in 5 of its 8 moves.

554433★123456
  1. ★This thread
  2. 1Sales expansion centered on the e-commerce marketplace service5×
  3. 2Growth of the Brands They Carry and Expansion of the Earnings Base5×
  4. 3Increase in the Number of Brands Handled4×
  5. 4Flexible Funding Framework Through Committed Credit Lines4×
  6. 5Increasing Average Contract Value Through Multi-Service and Performance-Based Contracts3×
  7. 6Changes in Revenue Presentation Resulting from the Application of the Accounting Standard for Revenue Recognition3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for itsumo. yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.